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Consulting & Coaching

Whether you are just getting started setting up your practice or are an experienced industry veteran, the Evolution team can provide consulting services that help you make the right decisions the first time and develop a plan of action.

 

All our coaching services are rooted in best practices based on years of experience. Examples of our consulting and coaching services include the following:

Setting up your financial advisor practice services by EFA
Setting up your practice
Financial Advisors operating efficiently and effectively
Operating efficiently and effectively
Using financial technology for financial advisors
Using our financial technology
Complinance review preparation
Preparing for compliance reviews
Optimizing the worflows in your fiancial advisory practice
Optimizing your workflow
Succession planning for financial advisors
Planning for succession and continuity
Devloping M&A strategies
Developing acquisition and merger strategies
It’s been incredibly valuable to work with a team that works to really understand our concerns and escalates them to Advisor Group management when the situation warrants.
Evolution and Chris in particular have provided a great sounding board from the moment we started our own firm. They’ve added valuable insight and advice along the way as we work to create the structure that works best for us and our clients.
The team at Evolution have consistently given us helpful feedback to reduce NIGOs and learn ways to be more efficient. They take extra time to host monthly calls explaining new procedures so that we have a chance to ask questions or put specific scenarios to them.
Vikkie especially helps us think like a compliance officer and helps us understand the “why” so that we can execute the “what”.
Hannah C. ProvostCFP®
Evolution is our advocate when it comes to dealing with our home office, they are our partner when it comes to finding opportunities to grow our firm through merger/acquisition, and they are our trusted advisor when dealing with compliance/new business issues.
Evolution introduced us to our firm's first acquisition which has paid off extremely well. They were a terrific resource in evaluating and pricing the deal.
From both a practice management and operations perspective, having a partner like Evolution allows us to develop our practice, process business, and serve our clients in an extremely efficient manner; far better than what we would expect should we have chosen to have a direct home office relationship with our current or any other B/D.
Andrew Lomanto
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Partnership with Financial Advisors
The team at Evolution Financial Advisors has been one of our most valuable partners in building our practice group. They provide a myriad of services from back-office administrative and compliance support to helping improve our operational efficiencies through technology.
Recently, Evolution’s leadership helped guide our acquisition of a large AUM practice from a senior advisor. The process took well over a year to lay the groundwork for a smooth client transition where Evolution provided guidance on a wide range of issues.
We seek input from Evolution as a valuable resource when making most business decisions.
Mark E. Kluge, CLU®, CAP®, AEP®, BFA™
BlueMark Advisors

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Going Independent Doesn’t Mean Financial Professionals Have to Go It Alone: Top 10 Questions You Should Ask Large Enterprises/OSJs

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